HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Sells

1 +$4.3M
2 +$2.6M
3 +$1.45M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.03M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$894K

Sector Composition

1 Technology 7.57%
2 Financials 2.45%
3 Healthcare 1.7%
4 Consumer Discretionary 1.62%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JNPR
1126
DELISTED
Juniper Networks
JNPR
$5K ﹤0.01%
127
-31
BIV icon
1127
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$4K ﹤0.01%
64
BOH icon
1128
Bank of Hawaii
BOH
$2.83B
$4K ﹤0.01%
74
-9
BZH icon
1129
Beazer Homes USA
BZH
$702M
$4K ﹤0.01%
183
-12
CAG icon
1130
Conagra Brands
CAG
$8.11B
$4K ﹤0.01%
206
-241
AZEK
1131
DELISTED
The AZEK Co
AZEK
$4K ﹤0.01%
86
BBUC
1132
Brookfield Business Corp
BBUC
$2.55B
$4K ﹤0.01%
138
BFH icon
1133
Bread Financial
BFH
$3.36B
$4K ﹤0.01%
83
+7
BGC icon
1134
BGC Group
BGC
$4.24B
$4K ﹤0.01%
406
+65
CATY icon
1135
Cathay General Bancorp
CATY
$3.46B
$4K ﹤0.01%
94
+9
CHWY icon
1136
Chewy
CHWY
$14B
$4K ﹤0.01%
115
+54
CNK icon
1137
Cinemark Holdings
CNK
$2.81B
$4K ﹤0.01%
139
+51
CSW
1138
CSW Industrials
CSW
$5.52B
$4K ﹤0.01%
14
DAN icon
1139
Dana Inc
DAN
$3.22B
$4K ﹤0.01%
276
+68
ELME
1140
Elme Communities
ELME
$272M
$4K ﹤0.01%
310
FELE icon
1141
Franklin Electric
FELE
$4.47B
$4K ﹤0.01%
48
-4
FFIN icon
1142
First Financial Bankshares
FFIN
$4.66B
$4K ﹤0.01%
119
-38
INSM icon
1143
Insmed
INSM
$34.4B
$4K ﹤0.01%
43
-12
KIM icon
1144
Kimco Realty
KIM
$14.3B
$4K ﹤0.01%
192
-75
LAMR icon
1145
Lamar Advertising Co
LAMR
$13.4B
$4K ﹤0.01%
36
LCII icon
1146
LCI Industries
LCII
$3.32B
$4K ﹤0.01%
54
+12
LITE icon
1147
Lumentum
LITE
$23B
$4K ﹤0.01%
47
-1
NHC icon
1148
National Healthcare
NHC
$2.13B
$4K ﹤0.01%
38
-1
NOVT icon
1149
Novanta
NOVT
$4.81B
$4K ﹤0.01%
32
+8
NPO icon
1150
Enpro
NPO
$5.13B
$4K ﹤0.01%
23
+4